Talking Tech with MLC TechConnect

• The ins and outs of super death benefits

  It’s not the easiest topic to talk about, but it’s one that matters deeply. Chris Chow and Scott Brown break down the complexities of super death benefits—including eligible beneficiaries, lump sums vs pensions, receiving payments directly or via the estate and more. Tune in for practical insights that help you support clients through tough times with clarity and confidence.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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• Unlocking TPD in super: tax-free uplift and timing mechanics

  When clients face permanent incapacity, your advice can play a critical role in helping them navigate complex financial decisions. Scott Quinn and Mark Gleeson outline key opportunities to access total and permanent disability (TPD) benefits in super, utilise the tax-free uplift and plan disability pensions.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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• Big changes ahead: What advisers need to know

  With some major changes on the horizon, it’s the perfect time to unpack what’s ahead. In this episode, Jenneke Mills and Scott Brown walk you through the delayed start and key updates to aged care, the likely return of Division 296 and a few important reminders as we head into the new financial year.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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• No concessions given on excess NCCs

  Understand the implications if your advice results in excess non-concessional contributions. In this episode, Mark Gleeson and Scott Quinn highlight the importance of providing correct advice to your client. Learn the checks and balances you should follow so that you don’t end up facing the Financial Services and Credit Panel (FSCP).© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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• Principal home principles: Homing in on Centrelink considerations for the family home

  In this episode, Chris Chow and Mark Gleeson, Senior Technical Services Managers, outline the key advice considerations and opportunities when providing Centrelink advice to clients about the family home. We cover common client scenarios, including temporary exemptions, care situations and selling the home. © 2025 IOOF Service Co Pty Ltd. All rights reserved.For financial adviser use only.   The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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